Tyler Moulton

Investment Boutique Analyst

Work experience

Financial Accountant

II, INTERNAL AUDIT, PRINCIPAL FINANCIAL GROUP—

FINANCIAL ACCOUNTANT MAY' 13-MARCH' 14 Provided support to senior internal auditors to enhance audit processes and testing techniques. Used advanced excel skills to streamline procedures. Gained an understanding for various business units at The Principal by performing audit procedures for numerous financialrisks across businesses.

2014Present

Analyst, Pg

PGI BOUTIQUE

ANALYST, PG FIXED INCOME, ALIGNED INVESTORS & ORIGIN— Reporting and analytical support to boutique leaders and senior management. Verbally and visually communicates results via monthly financial reviews, quarterly forecasting and semi-annual board meetings. Overseeing the work of support staff for the creation of periodic financial results, forecasts and analysis. Created analytical reports & dashboards used by boutique heads and senior managers, which provide insight into the busi- ness and identify potential areas of risk. Owner of standardized monthly & quarterly“ Core Packages” for Boutiques and PGI in Total. Assisting other analysts with un- derstanding their business and providing Senior Management the ability to deeply understand the business. Collaborated with others on improving multiple processes that impact all team members. Included upgrading forecast pro- cesses and analytics, monthly & quarterly management reports and internal control processes. Conducted team trainings on Excel. Covering advanced spreadsheet tools, methods and techniques.

Jun 2012Present

Principal Life, Principal

EXPERIENCED AUDIT ASSOCIATE, PRICE WATERHOUSE COOPERS LLP—

Documented and assessed controls within Principal Life, Principal Global Investors and Principal Funds businesses.-MAY' 13 Performed research on accounting treatment of various transactions and audit procedures. Outsourcing center champion for multiple simultaneous projects with responsibility for monitoring engagement profitability